Document Replacement Reasons

In this section, an administrator can configure the set of reasons that might be applicable when replacing an attachment to a document. These reasons will appear in the dropdown menu available when users choose to replace a document file.

• Navigate to Navigation Grid->Settings -> Document -> Document Replacement Reasons.

1. Click ‘Add’ from the top ribbon bar.
2. The ‘Create New Reason’ popup window opens.
3. Enter the reason and click ‘Create.’
4. The reason created is added to the list of reasons shown in the list.
5. You can also choose to Edit or Delete a selected reason from the top ribbon bar options.